Separately Managed Accounts

Large Cap Growth

Advisory Research provides access to institutional-caliber investment management with specialized expertise in targeted asset classes. 

We offer a wide range of strategies across the asset spectrum, paying close attention to downside protection and the pursuit of attractive risk-adjusted returns.

Investment Strategy

The Large Cap Growth strategy seeks to provide long-term capital appreciation and performance superior to that of its benchmark, the Russell 1000 Growth Index, by investing primarily in companies that are experiencing or are positioned to experience above-average earnings growth. The strategy will typically invest a minimum of 70% of its assets in companies with more than $10 billion in market capitalization.

Key Facts

Market Cap Range: Generally within the range of the Russell 1000 Growth Index
Inception Date: February 1, 2010
Investment Vehicles: Separately Managed Account

Return to separately managed accounts